Equity Insights Mar 6th: RF Micro Devices, Polypore, Cameron, Monster Worldwide

RF Micro Devices Inc. (NASDAQ:RFMD): After conducting checks, Sterne Agee believes that the handset market is stabilizing and beginning to recover. The firm expects RF Micro to benefit from new business at Samsung and HTC, as well as a rebound in 2G orders. The firm maintains a Buy rating.

Polypore International Inc. (NYSE:PPO): Needham believes Polypore is a well-positioned supplier in the lithium ion battery industry for electric vehicles, a market the firm says that is projected to reach $61B in 2016. Needham believes shares of Polypore offer a compelling entry point at current levels despite a slight pause in production from two large automakers. The firm reiterates a Strong Buy rating on the stock with a $62 price target.

Cameron International Corporation (NYSE:CAM): Susquehanna raised its price target on Cameron citing sustained drilling in US unconventional shale, positive outlook for subsea awards, and relative valuation, Shares are Positive rated.

Monster Worldwide, Inc. (NYSE:MWW): Credit Suisse said Monster Worldwide has high cash flow generation, solid EBITDA margins, and low capital requirements and believes 15%-20%+ returns are achievable in an LBO. The firm said Monster’s unstable top-line growth could limit interest but believes a strategic asset sale may also be possible given several attractive territories. Shares are Buy rated with a $10 price target.

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To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com

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